See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,310 | $112,096+0.2% | $95,952+17.0% | $158,922-29.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 19.96% | 171.09%-151.1pp | 91.61%-71.7pp | 302.83%-282.9pp |
| Employer contribution / active EE | $1,518 | $3,198-52.5% | $2,541-40.3% | $4,761-68.1% |
| Participant deferral / active EE | $3,534 | $4,784-26.1% | $4,167-15.2% | $5,982-40.9% |
| Admin fee / account holder | $30 | $10,130-99.7% | $6,795-99.6% | $11,246-99.7% |